Send messages to TimelinesAI chats for new Clio activities
Stay on top of your legal matters with this seamless workflow between Clio and TimelinesAI. When a new activity occurs in Clio, a message will be sent to a new chat in TimelinesAI, keeping your team informed and allowing you to manage and discuss updates in real time. Streamline your law practice's communication and ensure nothing falls through the cracks with this efficient automation.
- When this happens...New ActivityTriggers when a new activity is created.
- automatically do this!Send Message to New ChatSends message to new chat.
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More things you can do with Clio and TimelinesAI
Discover other triggers and actions you can use with Clio and TimelinesAI
- New Activity
Triggers when a new activity is created.
Try ItTriggerInstant - Bill State Updated
Triggers when the state of a bill has changed.
Try ItTriggerInstant - New Communication
Triggers when a new communication is created.
Try ItTriggerInstant - New Document
Triggers when a new document is created.
Try ItTriggerPolling
- New Bill
Triggers when a new bill is created.
Try ItTriggerInstant - New Calendar Entry
Triggers when a new calendar entry is created.
Try ItTriggerInstant - Contact Type
Try ItTriggerInstant- New Matter
Triggers when a new matter is created.
Try ItTriggerInstant




